Client Service Consultant

Client Service Consultant (CSC) BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. Over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking! Job Description The Client Service Consultant (CSC) serves in a client-facing role, assisting new and existing clients to establish or maintain deposit accounts across the BOKF footprint. The CSC is responsible for compliance with State and Federal regulations, internal policies and procedures, and Service Level Agreements. Team Culture Our team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way. Leadership prioritizes development and connection, creating an environment where employees can build lasting careers while contributing meaningful work. Responsibilities You will serve as the first point of contact for account opening and maintenance requests. You will collect and validate documentation to support regulatory compliance requirements. You will track client interactions and service activities using internal systems. You will prepare account-opening documents. You will create and maintain customer profiles and account records across banking platforms. You will manage account records and coordinate debit card orders. Qualifications This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Previous experience with Commercial deposit accounts is preferred. Previous knowledge of: General Banking principals and regulations Deposit account opening for commercial entities Commercial entity documentation CDD/Beneficial Ownership Rules Exceptional Excel and Word experience Exceptional oral and written communication skills to effectively represent self and BOKF Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions Strong ability to effectively plan time, method, manner and sequence of assigned work assignments Equal Opportunity Statement The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Contact Please contact View email address on click.appcast.io with any questions. #J-18808-Ljbffr